Using Visualizer

Visualizer is a tool for making graphs to visually represent program data. You can use it to, for example, compare values of two fields. The comparisons will appear on your screen in a pie or bar chart format.

In order to make a useful graph, you must have knowledge of the data that you want to show. Not all fields result in useful graphs.

To create a graph using Visualizer

  1. From the B panel of the program for which you want to create a chart, click Tools > Visualizer.

    The Visualizer tool opens to the right side of the form.

    The top portion of the form is where your graph appears; the bottom portion is for configuring the graph. (Click Settings, if necessary, to open the bottom portion of the form.)

  2. Configure your graph by making selections for these options:
    Option What it means
    Chart type Select Pie or Bar.
    Label column

    Select the label that represents the data in the value columns.

    The available options are the fields showing on the form (or panel).

    Value columns

    Select the actual data that will appear in the graph.

    The available options are the fields showing on the form (or panel).

    Group by column Select the field that determines how you want the data to be sorted.
    Group by type Select Sum or Count. Sum tallies numeric data; count gives a total number of records.
    Enable debit/credit conversion

    If this flag is enabled, the options for adding a Debit Sign and a Credit Sign become active. Here you can type a different symbol to show a debit or credit other than what is available in the user's local language. For example, to show "CR" for credit, type CR in the credit box.

    You can add either a debit, credit or both.

    Visualize all list rows If this option is selected, all list rows are included in the Visualization.
  3. Closing the program window with Visualizer open will reopen the Visualizer next time.
  4. Closing the Visualizer before the program window will turn off the Visualizer view. To view it again, open it from Tools > Related Information.